Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,593 | $88,672-12.5% | $105,223-26.3% | $82,448-5.9% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 13.07% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,930 | $3,048+28.9% | $3,689+6.6% | $2,551+54.1% |
| Participant deferral / active EE | $2,736 | $4,036-32.2% | $5,072-46.1% | $4,139-33.9% |
| Admin fee / account holder | $5,497 | $7,146-23.1% | $8,859-37.9% | $7,234-24.0% |